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Financial Planners in Stoughton, MA: 2026 rankings

281 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Stoughton: Bank of America (with Drive-thru ATM), RFA Score 73/100; 4.4★ from 294 Google reviews; open Saturdays until 2 PM.

  2. 10

    Most-reviewed: Bank of America Financial Center, 483 Google reviews at 4.3★, the most of 281 ranked; ranked #10.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

281 Stoughton financial planners are ranked here by RFA Score, from eight published factors. 71 open Saturdays and 3 open Sundays, based on posted hours. The median Google rating is 4.4★ across 281 rated firms.

Top 10 financial planners in Stoughton at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial planners in Stoughton at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Bank of America (with Drive-thru ATM)734.4★ (294)Brockton, 3 mi awaySatTop score
2Bank of America (with Drive-thru ATM)724.5★ (176)Randolph, 4 mi awaySat—
3Trust Bookkeeping715.0★ (72)Mansfield, 4 mi away——
4Balance Wealth Advisors715.0★ (143)Wellesley, 16 mi away——
5McAdam Financial704.9★ (120)Boston, 16 mi away——
6Total Financial Freedom LLC695.0★ (112)Winthrop, 18 mi awayEvenings—
7Imperia Wealth Management695.0★ (55)Braintree, 8 mi away——
8Generations Retirement Group695.0★ (52)Braintree, 8 mi away——
9Taylor, Torres & Company PC, Certified Public Accountants694.9★ (95)Attleboro, 15 mi away——
10Bank of America Financial Center694.3★ (483)Everett, 20 mi awaySatMost reviews

All 281 financial planners in Stoughton, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  5. #5 McAdam Financial

    Based in Boston, 16 mi away

    70/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 4.9★ from 120 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 120 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    101 Federal St Suite 1900, Boston, MA 02110
    View profile for McAdam Financial(857) 263-7759

  11. #11 Savant Wealth Management

    Based in Westwood, 10 mi away

    68/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 47 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 47 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    100 Lowder Brook Dr Ste 1000, Westwood, MA 02090
    View profile for Savant Wealth Management(781) 255-0214

  14. #14 The Westport Group, LLC

    Based in Braintree, 8 mi away

    67/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 32 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 32 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    100 Grandview Rd #412, Braintree, MA 02184
    View profile for The Westport Group, LLC(781) 380-1055

  19. #19 SHP Financial

    Based in Carver, 25 mi away

    66/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.9★ from 90 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 90 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    225 Water St Bldg C, Suite C210, Plymouth, MA 02360
    View profile for SHP Financial(508) 746-2400

  21. #21 Stoddard Financial, LLC

    Based in Canton, 12 mi away

    66/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 33 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 33 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 9 AM–5 PM · Sat–Sun closed
    Address
    6 Baker Rd, Medfield, MA 02052
    View profile for Stoddard Financial, LLC(617) 481-5097

  22. #22 Alpha Taxes

    Based in Medford, 19 mi away

    66/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.8★ from 66 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 66 Google reviews
    Hours
    Mon–Fri 10 AM–6 PM · Sat–Sun closed
    Address
    394 Main St, Medford, MA 02155
    View profile for Alpha Taxes(781) 393-0101

Financial planners ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 281 ranked financial planners here; the rest are on their profiles.

financial planners in Stoughton, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Quality Tax And Business Partners664.9★ (54)20 mi
27Spano Dawicki & Witt654.9★ (72)25 mi
28Oak Leaf Wealth Management655.0★ (62)25 mi
29Bank of America (with Drive-thru ATM)654.3★ (39)9 mi
30Bank of America (with Drive-thru ATM)654.4★ (96)20 mi
31Shoreline Advisors (Formerly BA, Inc.)655.0★ (24)10 mi
32Bank of America Financial Center654.0★ (146)16 mi
33Beyond Your Hammock654.9★ (33)16 mi
34Savant Wealth Management654.8★ (23)11 mi
35Beacon Pointe Advisors645.0★ (31)18 mi
36Lund Wealth Management645.0★ (17)9 mi
37Eastern Bank644.1★ (29)8 mi
38Bank of America (with Drive-thru ATM)644.1★ (171)24 mi
39Boston Retirement Group645.0★ (29)18 mi
40MapleRock Wealth Management - Ameriprise Financial Services, LLC645.0★ (23)15 mi
41Acacia Insurance, Inc.644.8★ (38)20 mi
42Claro Advisors645.0★ (24)16 mi
43Edelman Financial Engines644.9★ (12)6 mi
44Nightingale Wealth Solutions (NWS Advisors)644.8★ (21)13 mi
45Civic Financial635.0★ (20)16 mi
46Single Point Partners635.0★ (20)16 mi
47The Clifford Group LLC635.0★ (25)19 mi
48Eastern Bank633.9★ (15)4 mi
49Harper Financial Associates, LLC635.0★ (12)10 mi
50Eastern Bank634.2★ (33)15 mi

Also serving Stoughton

20 more financial planners within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial planners serving Stoughton
BusinessGoogle ratingDistance
Alan Lury CPA3.0★ (2)In Stoughton
Bob Andreola - Edelman Financial Engines5.0★ (2)6 mi
Ceres Financial Group IncIn Stoughton
ConnexPros Inc5.0★ (13)In Stoughton
De Lage Landen Financial Services1.0★ (2)7 mi
Eric BelskyIn Stoughton
Flagship Wealth Management5.0★ (2)9 mi
Genesis Capital Advisors5.0★ (1)In Stoughton
Grand Coast Capital5.0★ (2)10 mi
Great Oak Capital Partners5.0★ (2)6 mi
Highland CapitalIn Stoughton
Inivas FinancialIn Stoughton
Nathan Baldwin - Edelman Financial Engines5.0★ (2)8 mi
Proficient Wealth Counselors5.0★ (2)6 mi
RBC Wealth Management Branch - South Easton5.0★ (2)5 mi
Statera Financial LLC5.0★ (2)7 mi
Stonestreet Financial, Inc.In Stoughton
The Patriot Financial Group, LLC3.0★ (2)8 mi
Ulysses Harrison: Primerica - Financial ServicesIn Stoughton
Webert Charles: Primerica - Financial Services4.0★ (1)In Stoughton

How we ranked Stoughton financial planners

We scored 281 Stoughton financial planners on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Stoughton data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial planner

  1. Confirm the financial planner and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial planner

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial planner?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial planners in Stoughton: frequently asked questions

Which financial planner has the highest RFA Score in Stoughton?

By RFA Score, the highest-ranked financial planner in Stoughton, MA is Bank of America (with Drive-thru ATM) with an RFA Score of 73/100. It has 4.4★ from 294 Google reviews. It is open Saturdays until 2 PM. Bank of America (with Drive-thru ATM) (#2) and Trust Bookkeeping (#3) follow. We ranked 281 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Stoughton?

RankedFinancialAdvisors ranks 281 financial planners serving Stoughton, MA. 1 of them is based in Stoughton; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in Stoughton work on weekends?

71 of 281 ranked financial planners post Saturday hours and 3 post Sunday hours. The highest-ranked open Saturdays are Bank of America (with Drive-thru ATM) (#1), Bank of America (with Drive-thru ATM) (#2) and Bank of America Financial Center (#10). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Stoughton financial planners have?

The median Google rating among 281 rated financial planners in Stoughton is 4.4★, with a median of 15 reviews. Bank of America Financial Center has the most, 483 reviews, and ranks #10. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial planners?

Each financial planner gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial planners outside Stoughton count in this ranking?

Yes, if they are within 25 mi of the Stoughton city center, our service radius for financial planners. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial planners pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Stoughton ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial planner’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial planner in Stoughton a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial planners charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Stoughton

  1. November 2026: RFA Scores recalculated for 281 financial planners serving Stoughton.
  2. November 2026: 5 duplicate listings merged.

More financial planners and Stoughton pages